Forms

Form Description Complete Online Download
1) Enrollment Form COMPLETE WITH YOUR FINANCIAL ADVISOR.   PDF
2) Rollover Form To initiate a rollover/transfer of assets from another 529-qualified tuition program or from a Coverdell Education Savings Account to your Bright Directions account.   PDF
3) Deposit Coupons To add funds to an existing Bright Directions account.   PDF
4) Account Owner Change Form To change the account owner.   PDF
5) Automatic Investment Plan / Electronic Bank
Transfer Form
To start, stop or change an automatic investment plan; make a one-time electronic bank transfer; add or change banking information on file. PDF
6) Change of Designated Beneficiary Form To change the designated beneficiary.   PDF
7) Fee Structure E Form To utilize Fee Structure E for employees of qualified employers (25 or more employees).   PDF
8) Fund Transfer Form To transfer funds between Bright Directions accounts.   PDF
9) Investment Change Form To change investment portfolios. PDF
10) Payroll Deduction Authorization Form To begin, change, or stop a payroll deduction authorization.   PDF
11) Successor Account Owner Change or Add Form To add or change the successor account owner.   PDF
12) UGMA/UTMA Update Form To change the current Custodian or to add a successor Custodian to a UGMA or UTMA Account.   PDF
13) Update Form To change your address, phone number or to update your name.   PDF
14) Withdrawal Request Form To request a withdrawal from your account. PDF